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Staying up to date on irrevocable trust strategies for clients

January 21, 2019

 Laura Kuntz, CPA/PFS, MBT, and Mallory Kretman, CFP®, attended a presentation on significant changes in the Minnesota Trust Code. 

Laura shares, “About one-third of our 110 clients’ families have an irrevocable trust in place, either a family trust, QTIP, GST trust, etc. We can add a lot of value for our clients by working with them, and their CPAs and attorneys, to invest these assets properly, taking steps to reduce income tax on investments, etc. We are delighted to serve clients who need help with the kind of planning opportunities irrevocable trusts can bring.” 

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